Group 1 - The core point of the news is the signing of a strategic cooperation agreement between Kunming Yunnei Power Co., Ltd., Fujian Delong Aviation Technology Co., Ltd., and Fujian Huamin Lianxin Private Fund Management Co., Ltd. to collaborate in the fields of drone research and development, production, supply chain assurance, and industrial investment, aiming to promote the development of the low-altitude economy industry [1][7] - The cooperation agreement does not involve specific transaction amounts or matters, and it does not require approval from the company's board of directors or shareholders' meeting [1][6] - The agreement is not classified as a related party transaction or a major asset restructuring as defined by relevant regulations [1][6] Group 2 - Fujian Delong Aviation Technology Co., Ltd. was established in 2012 with a registered capital of 51.9375 million RMB, focusing on engineering and technology research, aerospace equipment manufacturing, and investment across various industries [2][4] - Fujian Huamin Lianxin Private Fund Management Co., Ltd. was established in 2017 with a registered capital of 12.5 million RMB, specializing in private equity investment, investment management, and asset management [4][5] - The cooperation will enhance collaboration in drone engine product development and production, with both parties prioritizing each other as partners and suppliers [6][7] Group 3 - The strategic cooperation aims to leverage the strengths of each party to expand the application scenarios of the company's engine products and boost sales [7] - The agreement may lead to the establishment of a low-altitude economy industry fund to invest in the drone industry chain and innovative applications in the low-altitude economy [6][7] - The successful implementation of the agreement is expected to enhance the company's core competitiveness and sustainable development capabilities, aligning with its long-term development strategy [7]

Group 1 - The company ST Yundong (000903) has signed a strategic cooperation agreement with Fujian Delong Aviation Technology Co., Ltd. and Fujian Huamin Lianxin Private Fund Management Co., Ltd. [1] - The cooperation aims to deepen collaboration in areas such as drone research and development, production, supply chain assurance, and industrial investment [1] - The agreement does not involve specific transaction amounts or matters, serving only as a framework for cooperation, with the implementation details remaining uncertain [1]

股票简称：ST 云动 股票代码：000903 编号：2025—039 号 昆明云内动力股份有限公司 关于签署《战略合作协议》的自愿性信息披露公告 本公司及董事会全体成员保证本公告内容的真实、准确和完整，对公告中的虚假记载、误导性 陈述或者重大遗漏负连带责任。 特别提示： 1、本次签订的《战略合作协议》为框架性合作约定，不涉及具体的权利义务安排， 也不涉及具体交易金额，具体的实施情况尚存在不确定性。 2、本协议在履行过程中可能存在行业政策调整、市场环境变化等不可预计或不可 抗力等因素的影响，敬请广大投资者理性投资，注意投资风险。 一、本次《战略合作协议》签署概况 近日，昆明云内动力股份有限公司（以下简称"公司"）与福建德龙航空科技股份 有限公司（以下简称"德龙航空"）及福建华闽联信私募基金管理有限公司（以下简称 "华闽联信基金"）签署了《战略合作协议》，就无人机研发、生产、供应链保障、产业 投资等领域展开深度合作，旨在充分利用各方优势，发挥战略协同性，共同推动低空经 济产业发展。 本次签署的合作协议不涉及具体交易金额和交易事项，根据《深圳证券交易所股票 上市规则》《公司章程》等相关规定，该事项无需提交公司董事会 ...

Group 1 - The company's stock experienced an abnormal trading fluctuation, with a cumulative decline of 14.97% over three consecutive trading days from July 10 to July 14, 2025 [1] - The company received an administrative penalty notice from the Yunnan Securities Regulatory Bureau on July 8, 2025, due to suspected violations of information disclosure laws [1][3] - The company confirmed that there are no undisclosed significant matters that should be disclosed according to the Shenzhen Stock Exchange regulations [3] Group 2 - The company signed a fuel cell power system integration procurement contract with China Communications Construction Company, but there has been no substantial progress on this contract as of now [2] - The company has entered into a production contract with Ningbo Zhongchuang Hanwei Technology Co., Ltd. for the manufacturing of intelligent rubber cutting machines, which have begun small-scale sales [2] - The company has obtained a road testing license for intelligent connected vehicles and is actively conducting testing with China Post Group in Yunnan [2]

Group 1 - Aerospace Science and Technology expects a net profit of 68 million to 95 million yuan for the first half of 2025, representing a growth of 1628.83% to 2315.27% compared to the same period last year [1] - Huaxia Airlines anticipates a net profit of 220 million to 290 million yuan for the first half of 2025, an increase of 741.26% to 1008.93% year-on-year [1] - Shida Group forecasts a net loss of 44 million to 65 million yuan for the first half of 2025, marking a shift from profit to loss [1] Group 2 - Jiaao Environmental Protection expects a net loss of 70 million to 90 million yuan for the first half of 2025 [3] - Haima Automobile predicts a net loss of 60 million to 90 million yuan for the first half of 2025, compared to a loss of 152 million yuan in the same period last year [3] - Huaibei Mining anticipates a net profit of approximately 1.027 billion yuan for the first half of 2025, a decrease of about 65% year-on-year [3] Group 3 - Quanfu Automobile expects a net loss of 155 million to 185 million yuan for the first half of 2025 [5] - Gaode Infrared signed a procurement agreement worth 879 million yuan, which is expected to positively impact its operating performance for the year [5] - Zhongchen Co. won a project from Southern Power Grid worth 379 million yuan, representing 12.26% of its audited revenue for 2024 [5] Group 4 - Daheng Technology anticipates a net loss of 406,000 yuan for the first half of 2025, compared to a loss of 988,250 yuan in the same period last year [6] - Dazhongnan expects a net profit of 6.5 million to 8 million yuan for the first half of 2025, a recovery from a loss of 15.325 million yuan last year [6] - Xianfeng Holdings projects a net profit of 34 million to 42 million yuan for the first half of 2025, a year-on-year increase of 524.58% to 671.53% [7] Group 5 - Shuangxiang Co. expects a net profit of 115 million to 150 million yuan for the first half of 2025, a growth of 128.1% to 197.53% year-on-year [8] - ST Xintong anticipates a net loss of 67 million to 97 million yuan for the first half of 2025 [9] - Jishi Media forecasts a net loss of 187 million to 233 million yuan for the first half of 2025 [10] Group 6 - Suli Co. expects a net profit of 72 million to 86 million yuan for the first half of 2025, a year-on-year increase of 1008.39% to 1223.91% [11] - Wanli Co. anticipates a net loss of 19 million yuan for the first half of 2025, compared to a loss of 12.9238 million yuan last year [12] - Langzi Co. projects a net profit of 22 million to 26 million yuan for the first half of 2025, an increase of 31.74% to 55.69% year-on-year [14] Group 7 - Changjiang Securities expects a net profit of 1.652 billion to 1.81 billion yuan for the first half of 2025, a growth of 110% to 130% [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan for the first half of 2025, a year-on-year increase of 3047.48% to 3721.94% [16] - Chenhua Co. plans to invest 30 million yuan in financial products with an expected annual yield of 3.20% [16] Group 8 - Zijing Mining expects a net profit of approximately 23.2 billion yuan for the first half of 2025, a growth of about 54% year-on-year [28] - Limin Co. anticipates a net profit of 26 million to 28 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [29] - Huazhong Securities expects a net profit of 1.035 billion yuan for the first half of 2025, a growth of 44.94% year-on-year [30]

股票简称：ST 云动 股票代码：000903 编号：2025—038 号 昆明云内动力股份有限公司 关于股票交易异常波动公告 1、公司于 2025 年 1 月 11 日披露了《关于公司收到中国证券监督管理委员 会立案告知书的公告》（2025-005 号），因公司涉嫌信息披露违法违规，根据 《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证 监会决定对公司立案。2025 年 7 月 8 日，公司收到中国证券监督管理委员会云 南监管局（以下简称"云南证监局"）出具的《行政处罚事先告知书》（〔2025〕 2 号），根据《行政处罚事先告知书》认定的情况，公司披露的 2021 年年度报 告、2022 年年度报告存在虚假记载，公司将尽快联合审计机构对相关财务报告 信息进行会计差错更正。除此以外，公司前期所披露的信息不存在需要更改、补 充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、近期公司及子公司生产经营正常开展，内外部经营环境未发生重大变化。 4、2023 年 8 月，公司与中交机电工程局有限公司（以下简称"中交机电"） 签订了《燃料电池发 ...

Market Overview - The Shanghai Composite Index rose by 1.09% to close at 3510.18 points, with a weekly high of 3555.22 points [1] - The Shenzhen Component Index increased by 1.78% to 10696.1 points, reaching a peak of 10757.24 points [1] - The ChiNext Index saw a 2.36% rise, closing at 2207.1 points, with a maximum of 2223.31 points [1] - In contrast, major global indices mostly declined, with the Nasdaq Composite down by 0.08%, the Dow Jones Industrial Average down by 1.02%, and the S&P 500 down by 0.31% [1] - In the Asia-Pacific region, the Hang Seng Index increased by 0.93%, while the Nikkei 225 fell by 0.61% [1] New Stock Issuance - One new stock was issued last week: Huadian New Energy (600930.SH) on July 7, 2025 [2] Margin Financing and Securities Lending - The total margin financing and securities lending balance in the Shanghai and Shenzhen markets reached 18698.91 billion yuan, with a financing balance of 18566.83 billion yuan and a securities lending balance of 132.08 billion yuan [3] - This represents an increase of 228.3 billion yuan from the previous week [3] - The Shanghai market's margin balance was 9469.95 billion yuan, up by 121.87 billion yuan, while the Shenzhen market's balance was 9228.96 billion yuan, increasing by 106.43 billion yuan [3] - A total of 3413 stocks had margin buying, with 74 stocks seeing over 1 billion yuan in buying, led by Dongfang Caifu, Shenghong Technology, and Zhongji Xuchuang with 93.56 billion yuan, 50.39 billion yuan, and 47.9 billion yuan respectively [3][4] Fund Issuance - Seventeen new funds were issued last week, including various mixed funds and bond funds from multiple fund companies [5][6] Share Buybacks - Twenty-three companies announced share buybacks last week, with the highest amounts executed by ST Huadong (22.81 million yuan), Tian'ao Yezhi (20.69 million yuan), and Hanwujing (20.06 million yuan) [7] - The sectors with the highest buyback amounts were defense and military, electronics, and automotive [7][8]

Group 1: Credit Bond ETFs and Fund Performance - Credit bond ETFs have seen strong inflows this year, with a total scale nearing 230 billion yuan and a net subscription amount exceeding 160 billion yuan as of July 9 [1] - In June alone, the net subscription amount reached 84 billion yuan, driven by factors such as coupon advantages, activated pledge functions, and trading convenience [1] - Multiple bond funds reported over 100% growth in scale during Q2, attributed to a stable macroeconomic environment and increased investor confidence in fixed-income products [1][2] Group 2: Equity Funds and Market Trends - Several equity funds have disclosed their Q2 reports, revealing that fund managers have increased stock positions and maintained high operational levels [2] - Investment opportunities in sectors such as robotics, fintech, and pharmaceuticals have gained favor among fund managers [2] Group 3: Banking Sector Dividends - As of July 13, 35 out of 42 A-share listed banks have announced their annual dividend distributions for 2024 [2] - The increase in dividend payout ratios is expected to support bank stock prices and enhance the quality of bank operations [2] Group 4: Commodity Prices and Market Outlook - Copper prices have fluctuated between 72,073 yuan/ton and 82,725 yuan/ton in the first half of the year, with expectations of a potential upward trend in the medium to long term [2] - Factors such as macroeconomic support from potential interest rate cuts by the Federal Reserve may bolster copper prices [2] Group 5: Company Developments - Canada Goose's controlling shareholder, Bain Capital, is considering selling part or all of its stake, currently holding 60.5% of multiple voting shares [4] - North Chip Life Technology is set to hold its IPO review on July 18, focusing on innovative medical devices for cardiovascular diseases [5] - Zhixing Technology plans to place 15.495 million new H-shares, expecting to raise approximately 230 million HKD for various development projects [6] - Time Space Technology's shareholder plans to reduce their stake by up to 3% between August 5 and November 4 [7] - ST Yundong anticipates a net loss of 100 million to 150 million yuan for the first half of the year due to declining sales prices [8] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for the first half of the year, reflecting a year-on-year decline of 13.2% to 20% [9]

Core Viewpoint - The company anticipates a net loss for the first half of 2025 due to adjustments in product settlement models and pricing strategies, leading to decreased revenue and profit margins [1][2]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to June 30, 2025, with an expected net profit in negative territory [1]. - The company has communicated with its accounting firm regarding the performance forecast, and there are no discrepancies noted [1]. Group 2: Reasons for Performance Changes - In the first half of 2025, the company adjusted its product settlement models and cycles to respond to market changes, resulting in a decrease in average sales price for engine products [1]. - This adjustment has led to a decline in both operating revenue and gross margin per engine, causing the operating profit to be insufficient to cover period expenses, thus increasing overall losses compared to the previous year [1]. Group 3: Strategic Initiatives - The company is actively seizing industry development opportunities by optimizing its management system and focusing on customer needs [2]. - Efforts include expanding terminal market outreach and accelerating technological innovation in diesel, hybrid, and gas engine sectors [2]. - The company is also implementing lean operations and optimizing human resources to reduce period expenses [2]. - New business projects centered around smart and green manufacturing are being cultivated, with initial sales of unmanned delivery vehicles and smart agricultural machinery [2]. - Internationally, the company is establishing overseas service centers and trade platforms to enhance export capabilities and overall competitiveness [2].

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting changes in control, major asset acquisitions, and performance forecasts for the first half of 2025. Group 1: Control Changes and Stock Suspension - Yangdian Technology is planning a change in control, leading to a stock suspension starting July 14, 2025, for up to 2 trading days [3] - Yuanli Co. is also planning to acquire control of Fujian Tongsheng New Materials Technology, resulting in a stock suspension starting July 14, 2025, for up to 10 trading days [5] - Kanghua Bio is planning a change in control, with stock suspension starting July 14, 2025, for up to 2 trading days [6] - Fuda Alloy is planning to acquire at least 51% of Guangda Electronics, which constitutes a major asset restructuring but will not change the actual controller [7] Group 2: Performance Forecasts - Limin Co. expects a net profit of 260 million to 280 million yuan for H1 2025, a year-on-year increase of 719.25% to 782.27% due to rising sales and prices [9] - Zijin Mining anticipates a net profit of approximately 23.2 billion yuan for H1 2025, a year-on-year increase of about 54% [10] - Chunqiu Electronics forecasts a net profit of 90 million to 110 million yuan for H1 2025, an increase of 236.05% to 310.72% [11] - Jinqilin expects a net profit of around 106 million yuan for H1 2025, a year-on-year increase of 222.36% [12] - Beihua Co. anticipates a net profit of 98 million to 111 million yuan for H1 2025, a year-on-year increase of 182.72% to 220.23% [14] - Guojin Securities expects a net profit of 1.092 billion to 1.137 billion yuan for H1 2025, a year-on-year increase of 140% to 150% [15] - Jiu Yuan Silver Sea forecasts a net profit of 26.49 million to 32.25 million yuan for H1 2025, a year-on-year increase of 130% to 180% [16] - Lankai Technology expects a net profit of 1.1 billion to 1.2 billion yuan for H1 2025, a year-on-year increase of 85.5% to 102.36% [17] - Changcheng Securities anticipates a net profit of 1.335 billion to 1.407 billion yuan for H1 2025, a year-on-year increase of 85% to 95% [18] - Weilan Lithium Core expects a net profit of 300 million to 360 million yuan for H1 2025, a year-on-year increase of 79.29% to 115.15% [19] - Yinlong Co. forecasts a net profit of 161 million to 181 million yuan for H1 2025, a year-on-year increase of 60% to 80% [21] - Aopumai expects a net profit of approximately 37 million yuan for H1 2025, a year-on-year increase of 53.28% [22] - Bailong Dongfang anticipates a net profit of 350 million to 410 million yuan for H1 2025, a year-on-year increase of 50.21% to 75.97% [23] - Shanghai Electric expects a net profit of 1.754 billion to 2.087 billion yuan for H1 2025, a year-on-year increase of 32.18% to 57.27% [24] - Huazhong Securities expects a net profit of 1.035 billion yuan for H1 2025, a year-on-year increase of 44.94% [25] - Bailong Chuangyuan anticipates a net profit of 171 million yuan for H1 2025, a year-on-year increase of 42.68% [26] - Chengyi Pharmaceutical expects a net profit of 107 million to 119 million yuan for H1 2025, a year-on-year increase of 40% to 55% [27] - Jinhai Biological anticipates a net profit of 127 million to 141 million yuan for H1 2025, a year-on-year increase of 40% to 55% [28] - Kanda New Materials expects a net profit of 50 million to 55 million yuan for H1 2025, turning from loss to profit [29] - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for H1 2025, a year-on-year decrease of 8.6% to 15.7% [30] - ST Songfa anticipates a net profit of 580 million to 700 million yuan for H1 2025, turning from loss to profit [31] - Chengxing Co. expects a net profit of 16 million to 23 million yuan for H1 2025, turning from loss to profit [33] - Ningbo Fubon anticipates a net profit of 8 million to 12 million yuan for H1 2025, turning from loss to profit [34] - ST Yundong expects a loss of 100 million to 150 million yuan for H1 2025, worsening from the previous year [35] - Kairuide expects a loss of 15 million to 22 million yuan for H1 2025, turning from profit to loss [36] Group 3: Shareholding Changes - Defu Technology's shareholders plan to reduce their holdings by up to 4.04% [38] - Jinzhen Co.'s shareholders plan to reduce their holdings by up to 3.04% [39] - Shikong Technology's shareholder plans to reduce their holdings by up to 3% [40] - Qilu Bank's shareholder plans to reduce their holdings by up to 1.1% [41] - Zhongci Electronics' shareholder plans to reduce their holdings by up to 1% [42] - Jiamei Packaging's shareholders plan to reduce their holdings by up to 1% [43] - Saike Xide's shareholder plans to reduce their holdings by up to 1% [44] - Gongda High-tech's general manager plans to reduce their holdings by up to 0.3424% [46] - Qingyuan Co.'s shareholder plans to reduce their holdings by up to 273,800 shares [47] Group 4: Major Contracts - Dashijiang expects to win a procurement project worth 122 million yuan [49] - Robotech signed significant daily operational contracts worth approximately 14.18 million USD [50]